Calls
26
#794
Alpha Score 21.6
Clem Chambers
CEO, Online Blockchain
Win Rate
34.6%
return
-3.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 04
$472.12
-22.0%
"I hold a lot of gold, a lot of platinum, and way more than that palladium... I'm expecting gold to pick up on the trend... and it will just grind along." Unlike Silver, Gold did not go fully vertical/parabolic yet. It is in a sustainable uptrend ("grind"). Platinum and Palladium are expected to sync with Gold's movement, offering significant upside as they play catch-up. LONG the precious metals complex (excluding Silver) for a steady trend following trade. A strong dollar or hawkish Fed policy that restricts actual liquidity (though Chambers deems this unlikely).
"I hold a lot of gold, a lot of platinum, and way more than that palladium... I'm expecting gold to pick up on the trend... and it will just grind along." Unlike Silver, Gold did not go fully vertical/parabolic yet. It is in a sustainable uptrend ("grind"). Platinum and Palladium are expected to sync with Gold's movement, offering significant upside as they play catch-up. LONG the precious metals complex (excluding Silver) for a steady trend following trade. A strong dollar or hawkish Fed policy that restricts actual liquidity (though Chambers deems this unlikely).
Commodities
Long
Feb 04
$35.50
+6.8%
"Copper's going to do what silver just did, but it's not done it yet. It's just starting... That's early doors on a parabola." Chambers identifies a rotational pattern in commodities. Silver had its parabolic run and crash; capital is now rotating into Copper. The "hockey stick" chart pattern is currently forming, suggesting an imminent vertical move. LONG Copper to catch the beginning of the parabolic phase. The "hockey stick" fails to materialize or global recession dampens industrial demand.
"Copper's going to do what silver just did, but it's not done it yet. It's just starting... That's early doors on a parabola." Chambers identifies a rotational pattern in commodities. Silver had its parabolic run and crash; capital is now rotating into Copper. The "hockey stick" chart pattern is currently forming, suggesting an imminent vertical move. LONG Copper to catch the beginning of the parabolic phase. The "hockey stick" fails to materialize or global recession dampens industrial demand.
Commodities
Long
Feb 19
$71.14
-28.9%
Buy silver on a contrarian basis — the recent sharp price collapse is itself the bullish catalyst, implying capitulation/oversold conditions that historically precede recoveries.
Buy silver on a contrarian basis — the recent sharp price collapse is itself the bullish catalyst, implying capitulation/oversold conditions that historically precede recoveries.
Commodities
Long
Feb 04
$48.16
+0.5%
"My latest love... is companies like Fluor... They make clean up, sort out, help out, build, plan nuclear power stations... that share is going to turn around from being the biggest shaggy dog... to being a golden unicorn." There is a massive structural demand for nuclear energy to power AI and re-industrialization. Fluor has a massive moat because very few companies globally are certified/capable of building and servicing nuclear plants. Scarcity of service providers + high demand = "ballistic" share price. LONG Fluor as a contrarian, deep-value nuclear infrastructure play. Regulatory hurdles in nuclear energy or project execution delays common in the construction sector.
"My latest love... is companies like Fluor... They make clean up, sort out, help out, build, plan nuclear power stations... that share is going to turn around from being the biggest shaggy dog... to being a golden unicorn." There is a massive structural demand for nuclear energy to power AI and re-industrialization. Fluor has a massive moat because very few companies globally are certified/capable of building and servicing nuclear plants. Scarcity of service providers + high demand = "ballistic" share price. LONG Fluor as a contrarian, deep-value nuclear infrastructure play. Regulatory hurdles in nuclear energy or project execution delays common in the construction sector.
Construction & Infrastructure
Long
Apr 29
$12.46
-18.9%
Nokia is deeply undervalued and a direct beneficiary of AI-driven mobile infrastructure spending. Nvidia recently invested $1 billion into Nokia to build out 6G and AI capabilities. As a European company with low valuation and a key role in the 6G buildout that is replacing Chinese vendors, Nokia is a compelling long.
AI Photonics
Long
Feb 10
$63.26
-7.6%
"Copper is the element that boils it [the ocean]... shipping your nuclear power to your hyperscaler... you need copper and lots of it." AI is fundamentally an energy arbitrage trade. Moving that energy from generation (nuclear plants) to consumption (data centers) requires physical transmission infrastructure. Copper is non-substitutable for high-efficiency transmission, creating a "tidal wave" of demand against a structural supply deficit. LONG. The "pick and shovel" play for the AI energy crisis. Global recession dampening industrial demand; substitution with aluminum in some applications.
"Copper is the element that boils it [the ocean]... shipping your nuclear power to your hyperscaler... you need copper and lots of it." AI is fundamentally an energy arbitrage trade. Moving that energy from generation (nuclear plants) to consumption (data centers) requires physical transmission infrastructure. Copper is non-substitutable for high-efficiency transmission, creating a "tidal wave" of demand against a structural supply deficit. LONG. The "pick and shovel" play for the AI energy crisis. Global recession dampening industrial demand; substitution with aluminum in some applications.
Metals & Mining
Long
Feb 04
$30.08
-25.2%
"I hold a lot of gold, a lot of platinum, and way more than that palladium... I'm expecting gold to pick up on the trend... and it will just grind along." Unlike Silver, Gold did not go fully vertical/parabolic yet. It is in a sustainable uptrend ("grind"). Platinum and Palladium are expected to sync with Gold's movement, offering significant upside as they play catch-up. LONG the precious metals complex (excluding Silver) for a steady trend following trade. A strong dollar or hawkish Fed policy that restricts actual liquidity (though Chambers deems this unlikely).
"I hold a lot of gold, a lot of platinum, and way more than that palladium... I'm expecting gold to pick up on the trend... and it will just grind along." Unlike Silver, Gold did not go fully vertical/parabolic yet. It is in a sustainable uptrend ("grind"). Platinum and Palladium are expected to sync with Gold's movement, offering significant upside as they play catch-up. LONG the precious metals complex (excluding Silver) for a steady trend following trade. A strong dollar or hawkish Fed policy that restricts actual liquidity (though Chambers deems this unlikely).
Commodities
Long
Feb 04
$19.13
-24.7%
"I hold a lot of gold, a lot of platinum, and way more than that palladium... I'm expecting gold to pick up on the trend... and it will just grind along." Unlike Silver, Gold did not go fully vertical/parabolic yet. It is in a sustainable uptrend ("grind"). Platinum and Palladium are expected to sync with Gold's movement, offering significant upside as they play catch-up. LONG the precious metals complex (excluding Silver) for a steady trend following trade. A strong dollar or hawkish Fed policy that restricts actual liquidity (though Chambers deems this unlikely).
"I hold a lot of gold, a lot of platinum, and way more than that palladium... I'm expecting gold to pick up on the trend... and it will just grind along." Unlike Silver, Gold did not go fully vertical/parabolic yet. It is in a sustainable uptrend ("grind"). Platinum and Palladium are expected to sync with Gold's movement, offering significant upside as they play catch-up. LONG the precious metals complex (excluding Silver) for a steady trend following trade. A strong dollar or hawkish Fed policy that restricts actual liquidity (though Chambers deems this unlikely).
Commodities
Long
Jan 04
$683.17
+8.7%
Buy S&P 500 because government officials hold these assets personally, implying policy decisions will structurally protect and support equity markets.
Buy S&P 500 because government officials hold these assets personally, implying policy decisions will structurally protect and support equity markets.
Equity Indexes
Short
Feb 28
$63888.70
-1.3%
Short BTC — speaker asserts Bitcoin entered a bear market from $120k peak, has already fallen $60k, and projects a further $30k decline to approximately $30k.
Short BTC — speaker asserts Bitcoin entered a bear market from $120k peak, has already fallen $60k, and projects a further $30k decline to approximately $30k.
Crypto Assets
Long
Feb 28
$14.34
-3.1%
"I picked up some Glen Core today because they're up to their ears in strategic and critical minerals... Copper... It'll go 3x in the next two years." AI and data center build-outs require massive amounts of physical wiring and power infrastructure. Copper is the primary material constraint. While Gold/Silver have already moved, Copper is lagging and poised to "catch up" violently. Glencore (GLNCY) is the specific pick; Freeport (FCX) and Copper ETFs (CPER) are logical sector proxies. Long strategic minerals with a heavy focus on Copper. Global recession dampening industrial demand before the supply crunch hits.
"I picked up some Glen Core today because they're up to their ears in strategic and critical minerals... Copper... It'll go 3x in the next two years." AI and data center build-outs require massive amounts of physical wiring and power infrastructure. Copper is the primary material constraint. While Gold/Silver have already moved, Copper is lagging and poised to "catch up" violently. Glencore (GLNCY) is the specific pick; Freeport (FCX) and Copper ETFs (CPER) are logical sector proxies. Long strategic minerals with a heavy focus on Copper. Global recession dampening industrial demand before the supply crunch hits.
Metals & Mining
Long
Feb 28
$81.95
+53.2%
"Personally I just bought... a bucket of oil ETFs cuz you know if it does happen [Iran strike] then that will spike." Oil is currently acting as a geopolitical "thermometer." While the long-term thesis is AI energy demand, the immediate trade is a hedge against war in the Middle East. If conflict escalates, oil spikes immediately. Long Oil as a short-term volatility hedge. No conflict occurs, and oil prices stagnate or drop due to lack of immediate supply disruption.
"Personally I just bought... a bucket of oil ETFs cuz you know if it does happen [Iran strike] then that will spike." Oil is currently acting as a geopolitical "thermometer." While the long-term thesis is AI energy demand, the immediate trade is a hedge against war in the Middle East. If conflict escalates, oil spikes immediately. Long Oil as a short-term volatility hedge. No conflict occurs, and oil prices stagnate or drop due to lack of immediate supply disruption.
Commodities
Long
Feb 04
$601.45
+15.4%
"The NASDAQ... is in a boom and probably the early stages of a bubble... It will do its bubbly thing sometime in the next 18 months to two years." The "Hyperscalers" (Big Tech) require trillions in investment for AI. The Fed/Government will be forced to print money ("Control P") to fund this re-industrialization to compete with China. This liquidity injection will drive tech stocks vertical before an eventual crash. LONG NASDAQ to ride the liquidity-fueled bubble formation. Inflation spirals out of control faster than expected, forcing a hard liquidity stop.
"The NASDAQ... is in a boom and probably the early stages of a bubble... It will do its bubbly thing sometime in the next 18 months to two years." The "Hyperscalers" (Big Tech) require trillions in investment for AI. The Fed/Government will be forced to print money ("Control P") to fund this re-industrialization to compete with China. This liquidity injection will drive tech stocks vertical before an eventual crash. LONG NASDAQ to ride the liquidity-fueled bubble formation. Inflation spirals out of control faster than expected, forcing a hard liquidity stop.
Equity Indexes
Long
May 21
$47.34
-0.6%
UK equities are deeply undervalued compared to the US, with the same companies trading at one time sales vs four times sales. The UK stock market is 'completely broken', making international companies cheap and prone to takeovers. He puts the bulk of his assets in the UK as a value investor.
Equity Indexes
Long
May 05
$41.23
-10.0%
Clem is long Equinor (Norwegian state oil company) because it produces oil outside the Middle East, making it immune to the Iran conflict and Strait of Hormuz disruptions. The company pays a ~3.8% dividend, providing income while holding exposure to rising oil prices. As Iran's oil industry breaks down due to tank storage filling up and forced shutdowns, non-Middle Eastern oil producers gain pricing power and strategic value.
Oil & Gas
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Clem Chambers has 26 trade ideas tracked on Buzzberg across 25 tickers since January 2026. Win rate 35% across 26 evaluated calls, average return -3.9%. Ranked #794 on the Buzzberg Alpha leaderboard. Most covered: GOLD, COPPER, FLR.
